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iShares Morningstar Mid-Cap Growth ETF

40 hedge funds and large institutions have $63M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

16.4% more ownership

Funds ownership: 164.41%180.8% (+16%)

13% more capital invested

Capital invested by funds: $55.5M → $63M (+$7.46M)

3% more funds holding

Funds holding: 3940 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$162K +$51.3K +2,136 +49%
DADC
27
D.A. Davidson & Co
Montana
$97K -$721 -30 -0.8%
DAM
28
Delta Asset Management
Tennessee
$84K
WA
29
WFG Advisors
Texas
$83K +$144 +6 +0.2%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K -$28.8K -1,200 -29%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$74K
CAL
32
Capital Advisors Ltd
Ohio
$47K
BRWM
33
B. Riley Wealth Management
Tennessee
$39K
MAM
34
Meeder Asset Management
Ohio
$20K -$41.8K -1,740 -68%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$20K
Deutsche Bank
36
Deutsche Bank
Germany
$17K +$3.46K +144 +26%
Barclays
37
Barclays
United Kingdom
$7K
WT
38
Whittier Trust
California
$6K
TAIM
39
TD Ameritrade Investment Management
Nebraska
$4K -$577 -24 -14%
HI
40
Hudock Inc
Pennsylvania
$3K
NFG
41
Noven Financial Group
Colorado
-$3.48M -144,036 Closed
FAAS
42
First Allied Advisory Services
California
-$321K -13,332 Closed
HighTower Advisors
43
HighTower Advisors
Illinois
-$265K -10,980 Closed
PAS
44
Partnervest Advisory Services
California
-$48K -2,004 Closed
PP
45
Palladium Partners
Virginia
-$35K -1,458 Closed